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Steward Partners Investment Advisory, LLC: PCG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on PCG, newest first. How the timeline and the estimate are built.

Steward Partners Investment Advisory, LLC held 64,248 PCG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,248 shares
    Change vs previous 13F +27,959 shares

    0.01% of the 13F portfolio, value $1,080,649.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,289 shares
    Change vs previous 13F +12,347 shares

    <0.01% of the 13F portfolio, value $637,599.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,942 shares
    Change vs previous 13F +22,851 shares

    <0.01% of the 13F portfolio, value $384,743.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,091 shares
    Change vs previous 13F -29 shares

    <0.01% of the 13F portfolio, value $16,464.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,120 shares
    Change vs previous 13F -219 shares

    <0.01% of the 13F portfolio, value $15,614.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,339 shares
    Change vs previous 13F -11,219 shares

    <0.01% of the 13F portfolio, value $23,008.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,558 shares
    Change vs previous 13F +207 shares

    <0.01% of the 13F portfolio, value $253,429.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,351 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $244,173.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).